Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 10 security holdings in their (2023 Q4) SEC 13F filing(s) with portfolio value of $840,652,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Dec 2023, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (18.40%), (TDG) TRANSDIGM GROUP INC (14.44%), (GOOG) ALPHABET INC-CL C (12.02%), (V) VISA INC-CLASS A SHARES (11.35%) and (MSFT) MICROSOFT CORP (10.23%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $840M+
Period: 2023 Q4
Number of stock: 10
Update: 14 Feb 2024
GOOG
12.02%
716,700
$140.93
1.30% $139.10
$101,005,000
-12.91% (-106,200)
-1.78%
AMZN
9.79%
541,901
$151.94
14.72% $174.31
$82,336,000
-24.73% (-178,035)
-3.22%
CP
4.15%
440,844
$79.06
8.98% $86.16
$34,853,000
buy
+4.15%
CHTR
18.40%
398,045
$388.68
25.03% $291.41
$154,712,000
+4.27% (+16,297)
+0.75%
LRCX
5.78%
62,060
$783.26
19.21% $933.75
$48,609,000
MSFT
10.23%
228,654
$376.04
7.88% $405.69
$85,983,000
-9.73% (-24,650)
-1.10%
MCO
8.12%
174,753
$390.56
3.56% $376.67
$68,252,000
+41.34% (+51,109)
+2.37%
TDG
14.44%
119,982
$1,011.60
14.91% $1,162.41
$121,374,000
-6.99% (-9,018)
-1.09%
VRSN
5.72%
233,415
$205.96
6.18% $193.24
$48,074,000
+50.89% (+78,721)
+1.93%
V
11.35%
366,637
$260.35
8.47% $282.40
$95,454,000
-8.22% (-32,845)
-1.02%
10 of 10

Completely sold out

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.